SEC 13F Intelligence

JPMORGAN CHA 6.125 PFD PFD SE

CUSIP 48127R461

Jpmorgan Cha 6.125 Pfd Pfd SE has 7 institutional holders in Filings Flow’s 13F database, together reporting 256.2K shares worth $1.8B as of Q3 2019. The largest reported holders are Shapiro Capital Management LLC, Estabrook Capital Management, and Maryland Capital Management.

Institutional Holders
7
Q3 2019
Reported Value
$1.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’18: 9Q4 ’18Q1 ’19: 7Q1 ’19Q2 ’19: 7Q2 ’19Q3 ’19: 7Q3 ’19filingsflow.com
Total reported value
Q4 ’18: $1.8BQ4 ’18Q1 ’19: $1.8BQ1 ’19Q2 ’19: $1.8BQ2 ’19Q3 ’19: $1.8BQ3 ’19filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Maryland Capital Management$1.2B AUM0.43%$4M146.5KQ3 2019OLDER
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM0.09%$870,00034.0KQ3 2019OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM0.04%$1.7B67.5KQ4 2019
Edge Wealth Management LLC$594M AUM0.02%$109,0004.3KQ4 2019
Estabrook Capital Management$685M AUM0.01%$70M2.8KQ4 2019
Private Capital Group, LLC$133M AUM0.00%$20,000808Q4 2019
Sonora Investment Management, LLC$798M AUM0.00%$9,000333Q4 2019

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.